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Jared Jones

Strategic Advisers LLC

Beavercreek, OH

Troy, OH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4389 Walnut St., Beavercreek, OH 45440-1491 • United States

Troy, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Myriad Neuroscience Mason OH 06/2018 01/2020
Butler County Umpire Association Fairfield OH 03/2017 06/2018
Fidelity Investments Convington KY 03/2021 Present
Gravity Diagnostics Covington KY 12/2020 12/2020
U.S. Census Bureau Dayton OH 08/2020 09/2020
Full Time Education Hamilton OH 08/2010 12/2020
Miami University Oxford OH 08/2017 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 01/2020
    Myriad Neuroscience
    Mason, OH
  • 03/2017 → 06/2018
    Butler County Umpire Association
    Fairfield, OH
  • 03/2021 → Present
    Fidelity Investments
    Convington, KY
  • 12/2020 → 12/2020
    Gravity Diagnostics
    Covington, KY
  • 08/2020 → 09/2020
    U.S. Census Bureau
    Dayton, OH
  • 08/2010 → 12/2020
    Full Time Education
    Hamilton, OH
  • 08/2017 → 12/2020
    Miami University
    Oxford, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
S63 Uniform Securities Agent State Law Examination 2021-08-12
  • S66 Uniform Combined State Law Examination
    2022-07-08
  • S63 Uniform Securities Agent State Law Examination
    2021-08-12
Other Names
  • Jared Allen Jones
  • Jared Jones

View on SEC IAPD

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G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Other Investors

DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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